Creating a personal setup link on a customized Home page

All users need to change their Personal Information settings in the Salesforce CRM application from time to time. They may, for example, wish to edit their user information, change their password, or you may need them to grant login access to administrators, plus many other reasons.

Accessing the Personal Information area is done by users clicking their profile picture and then stepping through the options to navigate to the My Personal Information in the setup section of the sidebar. This takes extra clicks and can often be a challenge for less experienced users of the application.

In this recipe, we will create a shortcut link directly on the Home page to allow users to access their Personal Information options with a single click.

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